See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,302 | $66,098+4.8% | $101,794-31.9% | $74,304-6.7% |
| Participation rate | 38.8% | 53.8%-14.9pp | 69.2%-30.3pp | 60.3%-21.5pp |
| Annual return | 16.73% | 19.59%-2.9pp | 30.53%-13.8pp | 29.43%-12.7pp |
| Employer contribution / active EE | $988 | $1,082-8.6% | $2,289-56.8% | $2,241-55.9% |
| Participant deferral / active EE | $2,270 | $2,781-18.4% | $4,084-44.4% | $3,767-39.7% |
| Admin fee / account holder | $7,149 | $4,146+72.4% | $8,777-18.6% | $2,969+140.8% |